This is the first of a two-part series in which Jeff explores the complex world of inherited IRAs. While this episode focuses on inheriting a pre-tax or Roth IRA from anyone other than a spouse, the follow-up episode will discuss spousal inherited IRAs.

Whether you are planning for your own legacy or looking for educational guidance on an inherited IRA, you will learn about the rules, common pitfalls, planning opportunities, and crucial timelines for inheriting and passing on pre-tax and Roth IRAs.

If you have any questions, please reach out to jeff at jeff@hilltopplaning, or through his website at hilltopplanning.com

Disclaimer: The information provided in this podcast is for informational and educational purposes only and i ...